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Simplicity - DEFENSIVE FUND

Financial Services Company

last updated on 2023-12-12 12:33:47

Overview

Rating
Fund name	DEFENSIVE FUND
Membership fee per annum	0.00
Fund performance 5 year	-
Number of members	191
Date fund started	2023-04-28

Fund type	Conservative
Estimated annual fees	0.29%
NZ invested Assets	-
Total value of fund	$9 728 061
Data last updated	2024-02-22 21:10:31

Fund investment mix

Cash	15%
Growth Assets	5%

Bonds

80%

Investments

Investments

The Defensive Fund provides investors with exposure to mostly income assets. There is very limited exposure to growth assets (unlisted property).

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